The Scenario
You are a BI team lead. Your company is restructuring its Klipfolio workspace. Before you can reassign any users to the new org structure, 10 new groups need to exist in Klipfolio. The group names and descriptions are already defined in a Google Sheet, column A is group name, column B is description.
The restructuring kicks off Monday and it is Friday afternoon.
The slow version:
- Open the Klipfolio Groups admin panel
- Fill in the name and description for group 1
- Save
- Repeat 10 times
- Realize group 7 got the wrong description and fix it
- You leave for the weekend with 8 of 10 groups created because the admin panel logged you out.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads the group definitions and calls the Klipfolio group creation API once per row, so you never have to open the groups form.
Open the SheetXAI sidebar and type:
Create a Klipfolio group for each row in this sheet using the name in column A and description in column B. Write the new group ID back into column C.
SheetXAI reads the sheet, calls the Klipfolio group creation API once per row, and writes each new group ID into column C. All 10 groups exist before you close your laptop.
What You Get
Every group from the sheet created in Klipfolio, with IDs written back:
- Columns A–B — unchanged from the original planning sheet
- Column C — the Klipfolio group ID created for each row
- Zero form fills — you did not open the Klipfolio groups panel once
The group IDs in column C are what you need for every downstream step. Adding users to groups, assigning data source permissions by group, configuring dashboard visibility — all of those reference these IDs. Having them in the sheet now means the Monday morning user assignment step takes one prompt instead of a second round of ID hunting.
What If the Data Is Not Quite Ready
Group planning sheets often have gaps. SheetXAI handles them in the same prompt.
When some descriptions are missing
Half the rows have a description, the rest are blank.
Create a Klipfolio group for each row. For rows where the description in column B is blank, use the group name from column A as the description. Write the new group ID into column C.
When group names have leading or trailing spaces from copy-paste
The planning spreadsheet was assembled from multiple sources and some names have extra whitespace.
Before creating the groups, trim any leading or trailing spaces from the group names in column A. Then create each Klipfolio group and write the new group ID into column C.
When you want to skip placeholder rows
A few rows have "TBD" in column A because the teams haven't finalized those group names yet.
Create Klipfolio groups only for rows where column A is not "TBD." Write the new group ID into column C. Write "SKIPPED" in column C for any TBD row.
When you need to create the groups, add initial members, and log all IDs in one pass
The planning sheet also has a column D with a comma-separated list of user IDs to add to each group at creation.
Create a Klipfolio group for each row in this sheet using the name in column A and description in column B. Write the new group ID into column C. Then add the user IDs listed in column D to each newly created group.
The pattern: the sheet defines the org structure, and one prompt builds it.
Try It
Get the 7-day free trial of SheetXAI and open any group planning sheet, then ask it to create all the Klipfolio groups at once. The Klipfolio integration is included in every SheetXAI plan. For related workflows, see how to bulk-provision Klipfolio users from a sheet or the Klipfolio in Google Sheets overview.